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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
TW
826
Transform Wealth
Colorado
$13.5M -$76.2K -486 -0.6%
IA
827
IFP Advisors
Florida
$13.5M +$1.22M +7,769 +10%
HVIA
828
Hudson Valley Investment Advisors
New York
$13.5M -$105K -669 -0.8%
BHWM
829
Bar Harbor Wealth Management
New Hampshire
$13.5M -$164K -1,044 -1%
FC
830
Ferris Capital
Massachusetts
$13.5M +$12.6M +80,264 New
NSEDCP
831
NJ State Employees Deferred Compensation Plan
New Jersey
$13.4M
CCG
832
Cypress Capital Group
Florida
$13.4M +$127K +811 +1%
HFS
833
Haverford Financial Services
Pennsylvania
$13.3M -$11.4K -73 -0.1%
JWBC
834
J.W. Burns & Co
New York
$13.3M +$338K +2,159 +3%
BFIM
835
Beese Fulmer Investment Management
Ohio
$13.3M +$124K +793 +1%
BBHC
836
Brown Brothers Harriman & Co
New York
$13.3M -$1.1M -7,045 -8%
WAM
837
Winslow Asset Management
Ohio
$13.2M -$109K -694 -0.9%
DLCIG
838
D.L. Carlson Investment Group
New Hampshire
$13.1M +$77.6K +495 +0.6%
TIM
839
Thompson Investment Management
Wisconsin
$13.1M -$147K -938 -1%
CGM
840
Capital Growth Management
Massachusetts
$13.1M -$14.9M -95,000 -54%
GAI
841
General American Investors
New York
$13.1M
BC
842
Brookfield Corp
Ontario, Canada
$13.1M +$12.5M +79,858 New
EARNEST Partners
843
EARNEST Partners
Georgia
$13M -$828K -5,279 -6%
APA
844
American Portfolios Advisors
New York
$13M -$740K -4,717 -6%
LNC
845
Lincoln National Corp
Pennsylvania
$13M +$249K +1,587 +2%
SIM
846
Sonora Investment Management
Arizona
$12.9M +$461K +2,942 +4%
1SB
847
1ST Source Bank
Indiana
$12.9M -$187K -1,191 -1%
MIC
848
Means Investment Company
Maine
$12.9M +$63.8K +407 +0.5%
NWM
849
Nicola Wealth Management
British Columbia, Canada
$12.8M -$941K -6,000 -7%
PAG
850
Private Advisory Group
Washington
$12.8M +$63.3K +404 +0.5%